Popular, Inc.
The Financial Planner prepares financial plans, reports, and recommendations aligned with client goals and financial situations, while maintaining client files and supporting documents. The role involves analyzing financial statements, tax data, and investment portfolios, and collaborating with the Wealth Management unit on strategic projects.
Headquarters
San Juan, San Juan, Puerto Rico
Company Size
5001-10000 employees
Founded
1893
Popular te ofrece la red más extensa de sucursales y cajeros automáticos en Puerto Rico. Conoce nuestros productos y servicios para individuos y negocios.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Popular, Inc..
Popular, Inc. didn’t post a salary, so this is our estimate from similar listings.